ACM
IBDQ

Advance Capital Management’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Advance Capital Management’s Portfolio IBDQ Stock Details IBDQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-100,380
Closed -$2.53M – 179
2025
Q3 		$2.53M Buy
100,380
+977
+1% +$24.6K 0.11% 35
2025
Q2 		$2.5M Sell
99,403
-1,203
-1% -$30.2K 0.11% 36
2025
Q1 		$2.53M Sell
100,606
-131
-0.1% -$3.29K 0.12% 32
2024
Q4 		$2.52M Buy
100,737
+1,123
+1% +$28.1K 0.12% 27
2024
Q3 		$2.5M Buy
99,614
+3,900
+4% +$97.3K 0.11% 29
2024
Q2 		$2.38M Buy
95,714
+17,550
+22% +$435K 0.11% 29
2024
Q1 		$1.94M Buy
+78,164
New +$1.94M 0.13% 30

Other funds holding IBDQ

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Advance Capital Management's IBDQ Position: Q4 2025 in Review

Advance Capital Management sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 100,380 shares — an estimated $2.53M sold.

Advance Capital Management first reported a position in IBDQ in Q1 2024 and held it in 7 quarters. The position peaked at $2.53M in Q1 2025. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

  • Advance Capital Management reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Advance Capital Management sold 100,380 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $2.53M.
  • Advance Capital Management first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q1 2024 and held it in 7 quarters.
  • Advance Capital Management's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $2.53M in Q1 2025.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Advance Capital Management's 13F filing for Q4 2025, filed 6 Jan 2026.